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Ad-hoc Financial Planning Consultations

Sometimes we just need someone to listen.

Modern Cents offers commitment-free consultations for those who have pressing questions they would like expert advice on.

What you get

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  • A 1-hour Personal Money Session with a Certified Financial Planner.  Choose the planner that suits you best!

    • Cross border​ (Andrea or Vikki)

    • Canadian only (Justine or Shay)

  • Feedback and advice on a particular subject that you would like to discuss in more detail 

  • Access to a professional at a low cost with no commitment

  • Full summary notes and any follow up materials following the meeting.

Cost:  $375 including sales tax
 

*Signoff on engagement agreement required in advance of consultation session.  Review sample agreement here.

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For cross border related
money sessions:

For Canadian-only related
money sessions:

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